QCOM Qualcomm
Edge AI SoCs for robots and vehicles
Fundamentals from public market data, refreshed daily (2026-11-12 22:21 UTC). Figures in reporting currency.
QCOM · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-11-04EarningsBeat / raise
Reported EPS 2.17 vs 2.16 expected (+0.5% surprise).
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7
2026-07-29EarningsMiss / cut
Reported EPS 2.21 vs 2.23 expected (-0.7% surprise).
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6
2026-04-29EarningsBeat / raise
Reported EPS 2.65 vs 2.56 expected (+3.3% surprise).
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5
2026-02-04EarningsBeat / raise
Reported EPS 3.5 vs 3.4 expected (+2.9% surprise).
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4
2025-11-05EarningsBeat / raise
Reported EPS 3 vs 2.88 expected (+4.3% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 2.77 vs 2.71 expected (+2.0% surprise).
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2
2025-04-30EarningsBeat / raise
Reported EPS 2.85 vs 2.82 expected (+1.2% surprise).
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1
2025-02-05EarningsBeat / raise
Reported EPS 3.41 vs 2.99 expected (+14.2% surprise).
Latest headlines
Auto-updated daily- Qualcomm CEO: AI won't replace your smartphone anytime soon2026-11-12
- Qualcomm CEO on tech stock meltdown: 'There is no AI correction' for us2026-11-12
- Qualcomm CEO on $15B data-center goal: 'We're very confident'2026-11-12
- Qualcomm CEO: Elon Musk is serious about SpaceX's cellular network ambitions2026-11-12
- Qualcomm CEO on SpaceX deal: 'It's a great partnership' that will drive 'innovation'2026-11-12
- Qualcomm's $5 Billion Data Center Ramp Puts Execution in Focus Now2026-11-12
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-11-04 | 2.16 | 2.17 | +0.5% |
| 2026-07-29 | 2.23 | 2.21 | −0.7% |
| 2026-04-29 | 2.56 | 2.65 | +3.3% |
| 2026-02-04 | 3.4 | 3.5 | +2.9% |
| 2025-11-05 | 2.88 | 3.0 | +4.3% |
| 2025-07-30 | 2.71 | 2.77 | +2.0% |
| 2025-04-30 | 2.82 | 2.85 | +1.2% |
| 2025-02-05 | 2.99 | 3.41 | +14.2% |
| 2024-11-06 | 2.57 | 2.69 | +4.7% |
| 2024-07-31 | 2.26 | 2.33 | +3.3% |
| 2024-05-01 | 2.32 | 2.44 | +5.3% |
| 2024-01-31 | 2.37 | 2.75 | +16.1% |
| 2023-11-01 | 1.91 | 2.02 | +5.9% |
| 2023-08-02 | 1.81 | 1.87 | +3.4% |
| 2023-05-03 | 2.16 | 2.15 | −0.2% |
| 2023-02-02 | 2.35 | 2.37 | +0.7% |
| 2022-11-02 | 3.13 | 3.13 | −0.1% |
| 2022-07-27 | 2.87 | 2.96 | +3.1% |
| 2022-04-27 | 2.92 | 3.21 | +10.1% |
| 2022-02-02 | 3.0 | 3.23 | +7.6% |
| 2021-11-03 | 2.26 | 2.55 | +12.8% |
| 2021-07-28 | 1.68 | 1.92 | +14.1% |
| 2021-04-28 | 1.67 | 1.9 | +14.1% |
| 2021-02-03 | 2.1 | 2.17 | +3.3% |
About Qualcomm
Website ↗QUALCOMM Incorporated engages in the development and commercialization of foundational technologies for the wireless industry in China, the United States, South Korea, and internationally. It operates through three segments: Qualcomm CDMA Technologies (QCT); Qualcomm Technology Licensing (QTL); and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software with connectivity and computing technologies for use in mobile devices; automotive systems for connectivity, digital cockpit, and ADAS/AD; and IoT, including personal AI and compute devices and industrial, networking, and robotics products. The QTL segment grants licenses or provides rights to use portions of its intellectual property portfolio, which include various patent rights useful in the manufacture and sale of wireless products comprising products implementing LTE, and/or…
Running vision-language-action models on the robot needs power-efficient edge accelerators — a smaller cousin of the datacentre race.
What would prove us wrong. Strengthens if robot builders report compute availability as a gating item.
On-device AI drives a phone and PC upgrade cycle and pulls more memory per device — competing with data centers for the same DRAM.
What would prove us wrong. Weakens if memory prices force device makers to cut AI features or volumes.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| NVDA NVIDIA | Demand aggregator for HBM, packaging, optics and robotics compute | $166.2 | −4.34% | −24.9% | −10.7% | |
| AMBA Ambarella | Edge vision AI SoCs | $61.06 | −2.29% | −0.7% | −13.8% | |
| ARM Arm Holdings | CPU IP inside custom accelerators, servers and edge devices | $199.8 | −1.76% | −16.1% | +82.8% | |
| NXPI NXP Semiconductors | Automotive and edge processors | $267.3 | −0.82% | +21.0% | +24.8% | |
| AAPL Apple | On-device AI across iPhone and Mac | $354.9 | −0.21% | +3.5% | +30.9% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.